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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (88730)	7/26/2022 7:43:25 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95638

Nice! These show well on Chrome I was not aware IIVI was added... but it makes sense since they make a lot of exotic semiconductors and will have a contract fab for II-VI materials too. It is a good replacement for CREE. Here is the list from March 2021 Message 33227363 No CREE, CCMP, or MXIM (bought out)

To: Return to Sender who wrote (88730)	7/27/2022 4:12:20 AM
From: robert b furman	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95638

Hi RtS, AZTA is now a life sciences stock. I say take it out and instead insert Cohu. Like TER, it is a back end test/handler maker for the semi sector. Bob

To: Return to Sender who wrote (88730)	7/27/2022 4:21:35 PM
From: Return to Sender	1 Recommendation Recommended By Sr K Read Replies (1) \| Respond to of 95638

QCOM Lowered guidance and is down more than it gained in the Fed rally today after hours: The earnings report can be found here: finance.yahoo.com RtS